LevelShift Achievement – Enabled 60% Faster Collaboration and 20% Annual Cost Savings

Our client is a global leader in high-performance test instrumentation, specializing in advanced oscilloscopes and protocol analyzers that provide critical signal-integrity solutions. They empower engineers to rapidly debug and validate complex electronic systems across the semiconductor, automotive, and aerospace sectors. Their sophisticated tools remain essential for professionals requiring precision and reliability in high-speed digital testing.

Following a recent strategic acquisition, our client is currently managing customer and operational data across two disparate platforms: Microsoft Dynamics 365 Customer Engagement (D365 CE) and Salesforce. This technological divide has created significant challenges, a few of which are outlined below:

• Operational inefficiencies: Managing dual platforms leads to redundant workflows, manual data entry, and increased administrative overhead for the teams involved.
• Limited business visibility: The lack of a centralized system creates a “blind spot” for leadership, making it difficult to gain accurate, real-time insights across the combined organization.
• Entity inconsistency: Key business entities remain disconnected, hindering the client’s ability to standardize processes and maintain data integrity across the global enterprise.

To address the existing data fragmentation and streamline operational workflows, we executed a comprehensive CRM consolidation. Our approach focused on a structured migration of critical business data from D365 CE into Salesforce, ensuring data integrity and minimal disruption to the business.

The following solutions were implemented:

• Entity scoping and analysis: Conducted a detailed analysis to identify and confirm all scoped entities for migration, specifically focusing on Accounts, Contacts, Users, Opportunities, Quotes, and Cases.
• Comprehensive field mapping: Performed a robust field-to-field mapping between D365 CE and Salesforce to ensure seamless data translation.
• Custom field architecture: Developed and configured new fields within Salesforce to capture and support essential attributes previously unique to the D365 CE environment.
• Data extraction and filtering: Extracted source data utilizing validated filters and unique identifiers to maintain high standards of data hygiene and accuracy.
• Sandbox testing and reconciliation: Executed an initial data load into a Salesforce sandbox environment to rigorously validate results and reconcile data sets against source records.
• Final production migration: Applied necessary logic corrections identified during testing before performing the final, secure migration into the live production system.

By consolidating D365 CE into the existing Salesforce environment, the client achieved significant operational and financial milestones. This unified approach not only simplified the technical infrastructure but also drove measurable improvements in business performance.

• 20% annual cost savings: Achieved immediate ROI by eliminating redundant D365 CE licensing and maintenance fees.
• 60% increase in cross-team collaboration: Successfully dismantled data silos, allowing previously divided teams to work within a single, unified environment.
• 40% faster reporting turnaround: Streamlined data access, significantly accelerating deal cycles and post-acquisition decision-making.
• 35% reduction in CRM maintenance: Lowered the administrative burden on IT by consolidating two complex platforms into one managed system.
• 25% improvement in data accuracy: Enhanced the reliability of customer and sales intelligence through standardized field structures and validated migration.